Sign Up and Purchase Plan
- Sign up on the CRM Messaging portal.
- Purchase an SMS or WhatsApp plan.
Setup Iframe for Conversations, Templates, & Analytics
- Navigate to Integrations -> GoHighLevel on the CRM Messaging portal and copy the Conversations URL.
- In SuiteDash, go to Content -> Dashboards -> Portal Pages -> Manage Pages. Click on Add Portal Page to create a new page.
- Add an iframe with the copied link from the CRM Messaging portal to this new page.
Create a Custom Menu
- Create a custom menu in SuiteDash and add the newly created portal page to this menu for easy accessibility.
This setup allows you to manage 360-degree conversations, templates, and messaging analytics from the CRM Messaging iframe within SuiteDash.
